O'Dell Group’s Affirm AFRM Stock Holding History

O'Dell Group’s Portfolio AFRM Stock Details AFRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-43	Closed	-$1K	–	85
2022 Q3	$1K	Hold	43	–	–	﹤0.01%	388
2022 Q2	$1K	Sell	43 -132	-75%	-$3.59K	﹤0.01%	423
2022 Q1	$8K	Buy	175 +75	+75%	+$3.92K	﹤0.01%	332
2021 Q4	$10K	Sell	100 -209	-68%	-$27.6K	﹤0.01%	300
2021 Q3	$37K	Buy	+309	New	+$24.7K	0.01%	183

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SCM

Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TBWA

Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 1-Year Est. Return

O'Dell Group's AFRM Position: Q4 2022 in Review

O'Dell Group sold out of Affirm (AFRM) in Q4 2022, closing a stake of 43 shares — an estimated $1K sold.

O'Dell Group first reported a position in AFRM in Q3 2021 and held it in 5 quarters. The position peaked at $37K in Q3 2021. 353 funds tracked by Wall St. Rank hold AFRM as of Q4 2022.

O'Dell Group reported no remaining Affirm position as of Q4 2022 after selling out during the quarter.
O'Dell Group sold 43 Affirm shares in Q4 2022, an estimated $1K.
O'Dell Group first reported a position in Affirm in Q3 2021 and held it in 5 quarters.
O'Dell Group's Affirm position peaked at $37K in Q3 2021.
353 funds tracked by Wall St. Rank held Affirm as of Q4 2022.

Based on O'Dell Group's 13F filing for Q4 2022, filed 14 Feb 2023.